Client Account Management Workflow

Début du flux de travail/processus.

Fetch existing client details from the Client Data Model to populate workflow context.

Retrieve the specific Contract entry associated with the client to verify validity.

Compute a score based on recent support tickets, usage frequency, and payment history.

Aggregate all active service line entries to calculate the total revenue from this client.

Create a task for the Sales Operations user to assign a dedicated human lead to the account.

Create a task for the Success Team containing the standardized onboarding checklist.

Generate a new entry in the Activity Log model to record the start of the management lifecycle.

Send a personalized welcome email to the client contact person.

Update the 'Status' field in the Client Data Model from 'Prospect' to 'Active'.

Create a recurring task to schedule the next strategic review meeting.

Retrieve all recent support entries to identify potential churn risks.

Calculate the delta between the current date and the 'Last Interaction Date' property.

Send an SMS notification to the Account Manager if a contract is within 30 days of expiry.

Update the forecasted annual revenue entry based on new contract add-ons.

Generate a PDF/Dashboard report summarizing the client's engagement and usage metrics.

Delete any redundant or duplicate contact entries identified during the cleanup phase.

Fin du flux de travail/processus.